Nearly 50% of Americans think the 2024 elections will have a great impact on their retirement plans and savings*. Pre-retirees and retirees ages 55 to 70 are most concerned about an economic downturn and inflation because of the lasting impact it may have on their retirement. Do you have a plan to protect your retirement funds from market volatility and over-taxation?
Join us at the Charles King Heights Education Center for an educational workshop covering Taxes and the potential impact of the Elections (including how to avoid the top 3 retirement planning mistakes) on Thursday, April 18, from 11:30 am - 12:30 pm. (Only a few spots left)
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments - all with the uncertainty in mind from the upcoming elections which historically have heavily impacted the stock markets.
Almost all - 96% - of financial advisors are implementing strategies aimed at protecting clients from market risk. The top strategies include buying annuities, diversifying, focusing on non-correlated assets; and using more liquid investments like mutual funds and ETFs*.
It is important to understand how to harvest your investments and collect retirement income in the most tax-efficient manner because it can potentially save thousands of dollars.
If you would like more information on how to take advantage of the current market environment while safeguarding your retirement funds from the upcoming uncertainties, this workshop is for you.
The Foundation for Financial Education is a 501(c)(3) nonprofit organization dedicated to spreading financial literacy by providing free educational resources directly to the public.